Able Wealth Management LLC

SEC CIK: 0002011908
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Able Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q4 2023

Holdings of SOFI by Able Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−675−100.0%	Sold out	Holders
Q4 2023	675	$6.72K	<0.1%	–	No prior filing	Holders